This is the guide on how to create a Gravity Form that sends the contact data to your Jetpack CRM with the Gravity Form Connect extension.
Your Jetpack CRM must be installed and activated on the same WordPress installation as your Gravity Form plugin. If not, you have to install and active the Gravity Form plugin (download/purchase it from https://www.gravityforms.com/) before installing the Gravity Form Connect extension for Jetpack CRM. This extension is just a connector between your Jetpack CRM and the Gravity Form plugin to automatically create contacts from Gravity Forms.
Let’s configure your Gravity Form options/fields to be able to generate the contacts in Jetpack CRM:
At minimum, the name and email fields are required. It’s recommended to capture first name and last name. For Gravity Forms, to add these fields use the Advanced Fields area of the Gravity Forms Form creator as shown below.
Choose Name, and also Email.
Storing the Contacts Name
When choosing the Gravity Forms Name field you can decide which parts of the name to collect (including prefix) as shown below. Jetpack CRM does not support suffix, but does support prefix.
You do not need to add any admin field labels to the standard fields of Name and Address when using the above options.
To make sure that Jetpack CRM knows to look at the form submission you MUST add a hidden field with a specific value
jetpackcrm-add, as shown below:
The other ‘standard’ fields such as Name, Address and Phone Numbers can be added in any location.
USING GRAVITY FORMS WITH JETPACK CRM CUSTOM FIELDS
Custom fields are stored against customers with a specific ‘indexation’. This is so users of Jetpack CRM can be flexible and add as many custom fields are they like.
In the Jetpack CRM Settings page you’ll see a Customers: Custom Fields area. This has a list of your custom fields. Under each custom field title you’ll see a slug in teal, (as
website-link in the below example):
When setting up your Gravity Form with custom fields you need to add an Admin Label to tell Jetpack CRM that the input from this field is something you want to store in the custom field. These are logged as
Once you have setup your form entries in Gravity Forms and given them an Admin Field Label under ‘Advanced’ your data will be saved into the custom field.
SETTING A STATUS VIA A GRAVITY FORM
You can also choose what status of contact your Gravity Form provides, to control this you need to create a Gravity Forms field with Admin Label status. Here’s how to do it:
- Add a Single Line Text field into the form.
- Go to the “Advanced” tab within the Single Line Text field.
statusin the “Admin Field Label” box.
status-namein the “Default Value” box (replace
status-namewith the actual status you want assigned to the contact).
- Set the Visibility to “hidden” to prevent the field from showing in the form.
- Click the “Update” button to save the form.
So your Advanced tab settings should look like this:
If you have multiple forms and want to have the default contact status within the CRM to be dependent on which form is filled out, you can do it. Once you’ve done the above on each form, contacts should come through with whatever statuses you’ve assigned.
ADDING TAGS VIA A GRAVITY FORM
You can also choose what tags to add to the contacts your Gravity Form provides, to control this you need to create a Gravity Forms field with Admin Label
jetpackcrm-tags and then set this, either via a hidden value, or you could even let your submitter input this:
STORING TELEPHONE NUMBERS
Jetpack CRM and the Gravity Form Connector extension can be used to store phone numbers too. For this to work you’ll need to have three phone number fields. They are stored in the following order
- Home Telephone
- Work Telephone
- Mobile Telephone
If you’re only wanting to store the 2nd or 3rd phone number type, simply add all three, then set the first (or first and second) to be hidden fields. This will make sure the number is stored in the correct field.
MAKE INVOICES AUTOMATICALLY
Gravity Forms comes with “Product” fields where you can set price and quantity and if these are present in your Gravity Form, you can tell Jetpack CRM to make an invoice on the back of the form data. This is perfect if you’re running an event and want to capture people’s interest and also exactly what they’re looking for.
Example:- Jetpack CRM: Event Tickets: [Quantity] * $200 <-- this being a Product Field in Gravity Forms First Name Last Name: Email:
Then when submitted, Jetpack CRM will generate an invoice, for the quantity chosen and it will be ready for the contact to pay.
To tell Jetpack CRM to do this, you need to add another hidden field on your form with
jetpackcrm-makeinvoice exactly how the above
jetpackcrm-add field is described.
Connecting Gravity Forms from an external site to a CRM site
If you are using Jetpack CRM on a separate site and want to add contacts via Gravity Forms from an external site, please follow the steps in this guide.